Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Zeluff-bisher is an investment advisor representative with Edward Jones. Stacey is registered with FINRA and the state of Arizona. Stacey is also a Registered Investment Advisor (RIA) in the state of Arizona and Texas. Stacey has been working in the securities industry since March 2008 and joined Edward Jones in February 2024. Previously, Stacey worked with Sunrise Wealth Management LLC, Allied Portfolio Management, Inc., IamHeart, Inc., Whelcon Contractors, LLC and Aljo Enterprises, Inc. Stacey holds the Series 7TO, Series 66, and the SIE securities licenses. Edward Jones is a brokerage firm based in St. Louis, Missouri, with approximately 19,832 licensed agents, 21,738 investment advisor representatives, and 22,210 registered representatives. Edward Jones is a leading provider of financial services, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
07/25/2024 - Present
Edward Jones (TUCSON AZ)
BOTH
Issued 04/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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